Version 2.2.7 was released today with CiviReport ("the return") phase 1. This version includes fourteen report templates with coverage for contact data, activities, contributions, events and memberships. Folks in the community who have had a chance to preview the functionality have been quite excited - and we think this is a significant step forward for CiviCRM.
First, a few concepts... CiviReport is delivered with a set of report templates
. Each template covers a general reporting area - for example: Donor Report (Summary), LYBUNT (Last Year but not this Year), etc. Administrators can then create one or more report instances
from a template - with specific display columns, filters and grouping rules. Users go to the CiviReport menu to see a list of report instances, and run the reports.
For example, your organization might need a report which summarizes donations year-to-date grouped by Country. You create this instance from the Donor Report (Summary) template. In the template, you set the Group by Column to be State / Province, and the Filter to be Receive Date = This Year. You can assign a specific title and description for this report - "Donations by State - Year to Date". Then click "Create Report" to save your report instance. (For Drupal and Standalone installs, you can also set a specific permission to access each report instance - for example I might require "access CiviContribute" permission for this report).
To give folks a head start, we've included both the template and a sample report instance for each template in the release. You can start exploring on the demo
by logging in (user = demo, password = demo), and running some of the report instances
There's a lot of functionality included in this release. Here's some highlights: